James Shanahan

Insider Reports History

Entity
Individual
Location
C/O Focus Financial Partners, Inc., 825 Third Avenue, 27 Th Floor, New York, NY
Signature
/s/ J. Russell McGranahan as Attorney-in-Fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by James Shanahan:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Focus Financial Partners Inc. Chief Financial Officer Class A Common Stock, $0.01 par value 0 $53.00 Aug 31, 2023 By James Shanahan 2020 Irrevocable Insurance Trust
Focus Financial Partners Inc. Chief Financial Officer Class A Common Stock, $0.01 par value 0 $53.00 Aug 31, 2023 By James Shanahan 2020 Revocable Trust
Focus Financial Partners Inc. Chief Financial Officer Common Units in Focus Financial Partners, LLC 0 $53.00 Aug 31, 2023 By James Shanahan 2020 Irrevocable Insurance Trust
Focus Financial Partners Inc. Chief Financial Officer Common Units in Focus Financial Partners, LLC 0 $53.00 Aug 31, 2023 By James Shanahan 2020 Revocable Trust
Focus Financial Partners Inc. Chief Financial Officer Incentive Units in Focus Financial Partners, LLC 0 $32.00 Aug 31, 2023 By James Shanahan 2020 Irrevocable Insurance Trust
Focus Financial Partners Inc. Chief Financial Officer Incentive Units in Focus Financial Partners, LLC 0 $32.00 Aug 31, 2023 By James Shanahan 2020 Revocable Trust

Insider Reports Filed by James Shanahan

Symbol Company Period Transactions Value $ Form Type Date Filed Role
FOCS Focus Financial Partners Inc. Aug 31, 2023 25 -$55.1M 4 Sep 1, 2023 Chief Financial Officer
FOCS Focus Financial Partners Inc. Dec 22, 2022 1 -$52.9K 4 Dec 22, 2022 Chief Financial Officer
FOCS] Focus Financial Partners Inc. Dec 12, 2022 2 $0 4 Dec 14, 2022 Chief Financial Officer
FOCS Focus Financial Partners Inc. Dec 7, 2022 1 -$18.7K 4 Dec 9, 2022 Chief Financial Officer
FOCS Focus Financial Partners Inc. Dec 22, 2021 2 $0 4 Dec 27, 2021 Chief Financial Officer
FOCS Focus Financial Partners Inc. Dec 7, 2021 1 -$34.7K 4 Dec 9, 2021 Chief Financial Officer